The Agenda updated to 22 November 2010

Recent changes

• 22 November:  A Day: old IR limits, powers of amendment and refunds of surplus (F&C) – DWP to legislate to continue to allow refunds of surplus in certain circumstances
• 22 November:  Employer-related investment (F&C) – New
• 22 November:  PPF levies (F&C) – PPF publishes levy estimate and draft Determination for 2011/12
• 22 November:  Record-keeping (F&C) – Regulator promotes NISPI’s “Shared workspace” tool for reconciling GMPs
• 22 November:  Reliance on the PPF (F&C) – Removed
• 22 November:  Scheme governance (F&C) – Removed
• 22 November:  Tax relief for high earners (F&C) – Government consults on new restrictions
• 22 November:  Age discrimination (HR&C) – The Equality Act (Age Exceptions for Pension Schemes) Order 2010 published
• 22 November:  Default retirement age (HR&C) – New
• 22 November:  Disclosure of information (HR&C) – New
• 22 November:  Informing members about retirement choices (HR&C) – New
• 22 November:  State pension age (HR&C) – New
• 22 November:  Statutory money purchase illustrations (HR&C) – Consultation response published
• 22 November:  Abolition of protected rights (OTH) – New
• 22 November:  Compulsory annuitisation (OTH) – New
• 22 November:  Disclosure regulations (OTH) – Moved to HR & communication issues
• 22 November:  EU Green Paper (OTH) – New
• 22 November:  Limited price indexation and statutory revaluation (OTH) – FRS17 disclosures under consideration and recommendation made to include housing costs in CPI
• 22 November:  Member-nominated trustees (OTH) – New
• 22 November:  Personal Accounts and automatic enrolment (OTH) – Review published
• 22 November:  PPF levies (OTH) – PPF aims for self-sufficiency and consults on new levy formula

See previous version for earlier changes.

(F&C = Financial and compliance issues: HR&C = HR and communication issues; OTH = On the horizon)